Affiance Financial, LLC Ishares Tr Msci Usa Esg Select Transaction History

Affiance Financial, LLC

$406 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 13, 2020	SELL	$52.49 - $69.03 $10,235 - $13,460	-195 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$59.6 - $67.25 $11,622 - $13,113	195 New	195 $26,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$198 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$124 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Affiance Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affiance Financial, LLC with notifications on news.